Free Tax Preparation

Free Tax Preparation

Free tax preparation
Who

FOR: Low-income and elderly (ages 65 and up) can have their taxes prepared free of charge. See below for specific qualifications. Other exceptions may be turned away on-site.

FROM: A team of volunteers are available for tax preparation. Most of the volunteers are data entry but April Schnardthorst is a paid tax preparer that owns her own business and has been doing taxes for over 10 years. She finalizes all returns and electronically files them. Contact April.

What

Your Federal and State tax returns are prepared on the spot and you leave with copies for your records. All returns are electronically filed for your convenience. Make sure you bring your driver's license (and that of your spouse), birth certificate copies for all dependents, and your tax documents. For a more detailed checklist, download our Questionnaire.

When

This service is offered every Sunday between February 20th and March 27th. The preparation begins at 1:00 pm and we will stop taking new clients at 3:00pm. The service is first-come, first-serve and a sign-up sheet is not available before 12:30 pm.

Where

You can find the Free Tax Preparation services in room B213/214. Please DO NOT go inside, but stop at the table outside the rooms to sign up. You will be called in when it is your turn. If the sign-up table is not out yet, then it is too early to sign in.

 
Qualifications

These qualifications are based on guidelines for the IRS Earned Income Tax credit and VITA programs.  In order to qualify for our services, you must:

 
Be single with 3 or more qualifying dependents and less than $43,279 in income
OR 
married with 3 or more qualifying dependents and less than $48,279 in income.
 
Be single with 2 qualifying dependents and less than $40,295 in income
OR
married with 2 qualifying dependents and less than $45,295 in income.
 
Be single with 1 qualifying dependent and less than $35,463 in income
OR
married with 1 qualifying dependent and less than $40,463 in income.
 
Be single with no qualifying dependents and less than $13,440 in income
OR
married with no qualifying dependents and less than $18,440 in income.
 
AND
 
Be a US citizen or Resident Alien all year.
Have no foreign income.
Have no self-employed or rental income.
 
OR
 
Be 65 or older with no more than $8,000 in investment income.